{
  "crd_number": 142219,
  "slug": "franklin-templeton-private-portfolio-group-llc-new-york-ny-142219",
  "primary_business_name": "FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC",
  "legal_name": "FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-01-19",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 139884765424.0,
  "raum_discretionary": 87428110516.0,
  "raum_non_discretionary": 52456654908.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 15,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 3103822274.0,
      "count": 606
    },
    "individuals": {
      "raum": 75711034365.0,
      "count": 174985
    },
    "banking_thrift": {
      "raum": 250387043.0,
      "count": 25
    },
    "state_municipal": {
      "raum": 336014561.0,
      "count": 16
    },
    "insurance_companies": {
      "raum": 3296895.0,
      "count": 5
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 696064153.0,
      "count": 1030
    },
    "other_investment_advisers": {
      "raum": 52239445466.0,
      "count": 124
    },
    "high_net_worth_individuals": {
      "raum": 3087028509.0,
      "count": 920
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 4457672158.0,
      "count": 2027
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142219",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/franklin-templeton-private-portfolio-group-llc-new-york-ny-142219",
  "display_name": "Franklin Templeton Private Portfolio Group, LLC",
  "summary": "Franklin Templeton Private Portfolio Group, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Franklin Templeton Private Portfolio Group, LLC (CRD 142219): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Franklin Templeton Private Portfolio Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Franklin Templeton Private Portfolio Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Franklin Templeton Private Portfolio Group, LLC located?",
      "a": "Franklin Templeton Private Portfolio Group, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Franklin Templeton Private Portfolio Group, LLC registered with the SEC or a state?",
      "a": "Franklin Templeton Private Portfolio Group, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142219."
    },
    {
      "q": "How much does Franklin Templeton Private Portfolio Group, LLC manage?",
      "a": "Franklin Templeton Private Portfolio Group, LLC reports $139,884,765,424 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (63% discretionary)."
    },
    {
      "q": "How have Franklin Templeton Private Portfolio Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Franklin Templeton Private Portfolio Group, LLC: Regulatory assets under management: $110,268,099,565 in the October 2021 data and $139,884,765,424 in the October 2026 data, up 27%. Total employees: 12 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Franklin Templeton Private Portfolio Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174,985); corporations or other businesses not listed above (2,027); pension and profit sharing plans (but not the plan participants or government pension plans) (1,030)."
    },
    {
      "q": "Which custodians does Franklin Templeton Private Portfolio Group, LLC use?",
      "a": "Franklin Templeton Private Portfolio Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Franklin Templeton Private Portfolio Group, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142219"
    },
    {
      "q": "What changed in Franklin Templeton Private Portfolio Group, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110268099565.0,
      "total_employees": 12,
      "filing_date": "2021-08-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 117249367815.0,
      "total_employees": 13,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 94610110599.0,
      "total_employees": 16,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 105366371844.0,
      "total_employees": 15,
      "filing_date": "2024-04-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 125938641269.0,
      "total_employees": 15,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 139884765424.0,
      "total_employees": 15,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $125,938,641,269 to $139,884,765,424 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/franklin-templeton-private-portfolio-group-llc-new-york-ny-142219.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 174985,
      "fewer_than_5": false,
      "raum": 75711034365.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 920,
      "fewer_than_5": false,
      "raum": 3087028509.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 25,
      "fewer_than_5": false,
      "raum": 250387043.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1030,
      "fewer_than_5": false,
      "raum": 696064153.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 606,
      "fewer_than_5": false,
      "raum": 3103822274.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 336014561.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 124,
      "fewer_than_5": false,
      "raum": 52239445466.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3296895.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2027,
      "fewer_than_5": false,
      "raum": 4457672158.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142219",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}